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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,256 | $126,519+89.1% | $106,201+125.3% | $145,959+63.9% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 14.10% | 225.10%-211.0pp | 116.26%-102.2pp | 561.95%-547.8pp |
| Employer contribution / active EE | $3,979 | $3,726+6.8% | $3,170+25.5% | $4,661-14.6% |
| Participant deferral / active EE | $7,408 | $5,716+29.6% | $5,012+47.8% | $6,689+10.8% |
| Admin fee / account holder | $3,537 | $17,312-79.6% | $11,039-68.0% | $13,398-73.6% |